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Agree Realty

490 hedge funds and large institutions have $9.33B invested in Agree Realty in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

2% more funds holding

Funds holding: 479490 (+11)

4% more capital invested

Capital invested by funds: $8.97B → $9.33B (+$358M)

1.41% less ownership

Funds ownership: 114.1%112.69% (-1.4%)

Holders
490
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
5.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
195
Reduced
169
Closed
43
Calls
$10.1M
Puts
$3.06M
Net Calls
+$7.01M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$2.31M +$364K +4,984 +18%
LSERS
177
Louisiana State Employees Retirement System
Louisiana
$2.28M +$65.8K +900 +3%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$2.24M +$1.75M +23,926 +333%
ASRS
179
Arizona State Retirement System
Arizona
$2.23M -$209K -2,866 -8%
OTL
180
Oak Thistle LLC
New York
$2.21M +$1.98M +27,115 +758%
ET
181
Entropy Technologies
New York
$2.14M +$2.17M +29,663 New
KK
182
KLP Kapitalforvaltning
Norway
$2.09M -$14.6K -200 -0.7%
MYIA
183
Mount Yale Investment Advisors
Colorado
$2.06M +$76.6K +1,048 +4%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$2.03M +$204K +2,793 +11%
EOJOAM
185
E. Ohman J:or Asset Management
Sweden
$2.01M
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$1.98M
DIA
187
Dana Investment Advisors
Wisconsin
$1.97M +$21.8K +298 +1%
FBT
188
First Bankers Trust
Kentucky
$1.96M +$39.6K +542 +2%
MGP
189
Metis Global Partners
California
$1.95M +$174K +2,386 +10%
SOMRS
190
State of Michigan Retirement System
Michigan
$1.95M +$58.5K +800 +3%
NMIMC
191
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M +$76.7K +1,049 +4%
First Trust Advisors
192
First Trust Advisors
Illinois
$1.76M -$452K -6,181 -20%
MFAM
193
Motley Fool Asset Management
Virginia
$1.76M -$205K -2,808 -10%
HighTower Advisors
194
HighTower Advisors
Illinois
$1.75M +$197K +2,702 +13%
Schroder Investment Management Group
195
Schroder Investment Management Group
United Kingdom
$1.73M -$22.1M -302,586 -93%
CNBTD
196
Citizens National Bank Trust Department
Mississippi
$1.72M +$19.7K +269 +1%
LCM
197
Landscape Capital Management
New Jersey
$1.71M +$1.73M +23,737 New
NMERB
198
New Mexico Educational Retirement Board
New Mexico
$1.69M +$205K +2,800 +14%
UM
199
UniSuper Management
Australia
$1.69M -$533K -7,300 -24%
BHCM
200
Brevan Howard Capital Management
Jersey
$1.66M -$1.89M -25,873 -53%